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EXTRA-5152 - Canada (Wolfville, Nova Scotia) - RFI for Consulting Services - Deadline May 14,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: EXTRA-5152

Government Authority located in Wolfville, Nova Scotia; Canada based organization looking for expert vendor for consulting services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide consulting services for investment management outsourced chief investment officer and investment consultant, and includes the following to the government authority located in Wolfville, NS.
• Manage the university’s endowment investments as directed by and on behalf of the board and management
• Prepare fund performance and asset allocation reports
• Provide market analysis and risk reports
• Provide support and research materials to the investment committee and the management team related to the university investment policy, fund options and alternatives, investment performance objectives, policies, and risk management guidelines
• Review the appropriateness of investment benchmarks
• Prepare research, studies and reports as requested by the investment committee and management within a negotiated timeframe
• Provide required reporting on an annual basis to the university’s auditors
• Meet with management on a regular basis to review the performance of the investment
• Meet with the investment committee of the board of governors on a quarterly basis.
(2) All questions must be submitted no later than May 3, 2019.

[C] Eligibility:

Onshore (Canada Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 14 May, 2019

Question Answer Deadline : Friday, 3 May, 2019

Category : Professional, Consulting, Administrative or Management Support Services

Country : Canada

State : Nova Scotia

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